A complete list of active advisors currently associated with Crowe Financial Group LLC

Warmer can help you find a great advisor at Crowe Financial Group LLC or one who fits your needs even better.

Crowe Financial Group, LLC provides discretionary investment management and financial planning to individuals (including high net worth clients), trusts, estates, charitable organizations, and business entities. The firm manages roughly $17.6 million across about 240 client accounts and also offers annuity and insurance products through licensed personnel. Portfolios are tailored to client goals and risk tolerances using fundamental, technical, and cyclical analysis, with periodic account reviews at least quarterly. The firm’s strategies can include long- and short-term positions, trading and option-writing, use of margin borrowing, and positions in exchange-traded products, executed through custodians such as Charles Schwab and Interactive Brokers. What is distinctive in the brochure is the firm’s explicit use of borrowing (margin) and derivatives — including options, leveraged/inverse ETFs and exchange-traded notes — in client accounts and separately managed accounts, a practice the firm’s disclosures present as less common among peers. The advisers also maintain broker‑dealer and insurance affiliations and receive external compensation for those activities; the brochure discloses these conflicts and describes supervisory and disclosure practices intended to mitigate them.

To learn more about the advisors currently working at Crowe Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.